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MBB vs SMBS
iShares MBS ETF vs Schwab Mortgage-Backed Securities ETF
Key differences
- MBB is significantly larger than SMBS — larger funds tend to be more liquid and less likely to close.
- MBB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MBB | SMBS | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.03% |
| Fund size (AUM) | $38.3B | $6.3B |
| Since | 2007 | 2024 |
| Dividend yield | 4.23% | 4.82% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +7.4% | +7.2% |
| CAGR 3Y | +4.1% | N/A |
| CAGR 5Y | +0.3% | N/A |
| Sharpe 3Y | 0.11 | N/A |
| Volatility 1Y | 4.54% | 4.18% |
| Max drawdown | -17.65% | -3.20% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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